Home

Hi Karen, We are in the process of trying to streamline this process within our firm. We have found that effective contract negotiation skills aren't consistent across our leadership group. We are funneling all contracts (of significance) to the CFO ...

Hi all, Who manages software renewals at your firm? Do they fall under IT, Tax or Audit leadership, or is there a dedicated person responsible for negotiating contracts and handling renewals? Thank you, Karen ------------------------------ Karen ...

Yes! We notified clients that organizers were going to be delivered electronically. If they opt out and want paper, we charge a $50 fee, however, we do make exceptions for some clients. We mailed out less than 80 organizers this year. ------------------------------ ...